-91.6%
AMIX vs ED
+26.3%
-117.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +1.1% |
| 7D | -16.0% | +1.6% | -17.7% | -16.9% |
| 30D | -55.4% | +13.3% | -68.7% | -59.2% |
| 3M | -87.5% | +9.7% | -97.2% | -88.2% |
| 6M | -81.2% | +12.8% | -94.0% | -82.6% |
| YTD | -86.8% | +22.3% | -109.2% | -90.8% |
| 1Y | -91.6% | +26.3% | -117.9% | -94.9% |
| All | -91.6% | +26.3% | -117.9% | -94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling